I like the view that Mr. Rogers has on commodities and also Mr. Gartman. Looks like this year is going to be a fairly good yielding one, which means weak commodity pricing. Ultimately the challenges facing ag yields, and the continued population growth should push ag commodities higher. I think at this point in time one has to look forward to 2010 and beyond for an increase in ag commodity prices.
But every one questions these commodity index funds as investment vehicles to profit from higher prices in the future since there is that monthly roll. Guess we'll just have to wait and see how we made out when those higher prices arrive. I made money following Rogers before and hope he's not just sucking me into his fund.